Part of a series of updates on our Global strategies' investment themes, Portfolio Manager Kevin Bertoli describes:

  • what attracted us to the Macau gaming sector in 2006/ 7 

  • the current opportunities for our Macau gaming holdings

  • what role the theme plays in the portfolio 

 

The content reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.

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